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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,688 | $123,854+16.8% | $69,623+107.8% | $145,884-0.8% |
| Participation rate | 63.6% | 69.2%-5.6pp | 66.4%-2.8pp | 80.3%-16.7pp |
| Annual return | 14.36% | 192.35%-178.0pp | 101.23%-86.9pp | 551.85%-537.5pp |
| Employer contribution / active EE | $0 | $2,673-100.0% | $1,709-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $2,890-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $7,822-100.0% | $4,696-100.0% | $13,392-100.0% |